Pallone Financial Services is an independent financial planning firm established in 1996.
We offer a wide array of investment brokerage services and focus on working with individuals and small business owners to develop comprehensive financial plans and present solutions for managing wealth. As an Independent Broker of insurance and investment products we don’t represent just one company, we search the market for products that fit your personal situation. We will analyze your current financial position, identify your needs, and develop a plan that fits your individual situation regarding your Investments, Life Insurance,College Funding and Retirement Planning.
Newsletters
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Steps to Executing an Exit Strategy
Monetizing a closely held business can be a difficult process, so owners may want to plan an exit strategy before they really need one.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.